Zoë A. Neale

MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach.

Anchor Capital helps investors to prudently build lasting value across market cycles. Their price-sensitive risk management discipline is designed to provide downside protection. The firm actively seeks above-average income streams and competitive returns over time.

Provides asset management services and advice

Thomas Weisel Asset Management (TWAM) offers US equity separately managed accounts in small-cap growth, small/mid-cap growth and mid-cap growth strategies. The firm's investment approach is based on the idea that investors inefficiently price growth stocks because they over-extrapolate near-term trends in company fundamentals. Their investment selection process is based on fundamental research and a systematic valuation discipline. TWAM seeks to actively manage risk/reward trade-offs across securities and sectors to provide a more efficient allocation of portfolio capital. Their strategies employ in-depth fundamental research and a bottom-up stock selection process to create optimized portfolios of US growth stocks. The firm's small-cap strategy is offered as a separately managed account and through commingled funds. The strategy focuses on investments in the stocks of small US companies with a market-cap of $50 million to $5 billion. The strategy is benchmarked against the Russell 2000 Growth Index. TWAM's small/mid-cap strategy is offered as a separately managed account. The strategy focuses on investments ion the stocks of US small and mid-sized companies with a market-cap of $50 million to $10 billion. The strategy is benchmarked against the Russell 2500 Growth Index. Their mid-cap strategy is offered as a separately managed account. The strategy focuses on investments in the stocks of US mid-sized companies with a market-cap of $1 billion to $25 billion. The strategy is benchmarked against the Russell Mid-Cap Growth Index. Though not limited by sector, TWAM tends to invest in the stocks of companies in the technology services, healthcare technology, electronic technology, industrial services and finance sectors. The firm maintains a high turnover rate.

Functions as a College/University

Functions as a College/University